Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,824 | $108,897-43.2% | $100,378-38.4% | $145,877-57.6% |
| Participation rate | 27.3% | 83.0%-55.7pp | 81.5%-54.2pp | 80.3%-53.0pp |
| Annual return | 8.98% | 58.17%-49.2pp | 49.41%-40.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,190 | $8,455-62.3% | $8,087-60.6% | $6,691-52.3% |
| Admin fee / account holder | $21,342 | $9,690+120.3% | $7,899+170.2% | $13,402+59.2% |